WTC

WhitTier Trust Company Portfolio holdings

AUM $4.69B
1-Year Est. Return 23.03%
This Quarter Est. Return
1 Year Est. Return
+23.03%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$3.12B
AUM Growth
+$300M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,236
New
Increased
Reduced
Closed

Top Buys

1
+$5.26M
2
+$4.65M
3
+$4.48M
4
NSA icon
National Storage Affiliates Trust
NSA
+$2.72M
5
GEHC icon
GE HealthCare
GEHC
+$2.7M

Top Sells

1
+$7.06M
2
+$5.19M
3
+$4.72M
4
JKHY icon
Jack Henry & Associates
JKHY
+$4.39M
5
AAPL icon
Apple
AAPL
+$3.33M

Sector Composition

1 Technology 23.24%
2 Financials 9.89%
3 Healthcare 8.18%
4 Consumer Discretionary 7.96%
5 Industrials 7.01%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
201
$2.29M 0.07%
11,707
+3,897
202
$2.29M 0.07%
5,870
203
$2.28M 0.07%
11,863
-303
204
$2.25M 0.07%
33,799
-17,216
205
$2.23M 0.07%
96,577
-11,635
206
$2.22M 0.07%
16,683
-733
207
$2.18M 0.07%
39,302
+1,954
208
$2.17M 0.07%
40,030
+1,894
209
$2.15M 0.07%
28,769
+1,431
210
$2.15M 0.07%
11,092
+511
211
$2.14M 0.07%
13,581
+1,459
212
$2.13M 0.07%
19,122
+921
213
$2.11M 0.07%
16,136
-1
214
$2.1M 0.07%
92,027
+4,679
215
$2.09M 0.07%
17,216
+873
216
$2.07M 0.07%
47,773
+2,264
217
$2.05M 0.07%
7,930
-837
218
$2.05M 0.07%
18,367
+4,044
219
$2.02M 0.06%
20,397
-2,108
220
$1.99M 0.06%
58,480
221
$1.96M 0.06%
12,833
-222
222
$1.95M 0.06%
32,123
-886
223
$1.9M 0.06%
13,026
-52
224
$1.88M 0.06%
13,209
+1,081
225
$1.88M 0.06%
44,434
-48
7 8
9
10 11